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August H. Velten & Associates

EST. AUM
$500,000,000

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Firm Details

Metro area Orlando
CRD Number
Website augusthvelten.com
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Overview

August H. Velten & Associates, also operating in conjunction with Velten Waterhouse Advisors, is a specialized asset protection and wealth advisory firm based in Melbourne, Florida. The firm focuses on retirement income planning, legacy optimization, and wealth preservation for individuals, retirees, and families. Investment advisory and discretionary financial planning services are delivered through a structural partnership with Simplicity Wealth, LLC, an SEC-registered investment adviser. In June 2026, the firm was acquired by Simplicity Group, with founder August Velten becoming a Simplicity Partner. Following the acquisition, the RIA is expected to rebrand as Simplicity Wealth Advisors: Melbourne, further integrating the firm into Simplicity's national wealth management platform.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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